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Timothy G. Youngquist 2020 Irrevocable Trust’s Broadridge BR Stock Holding History

Timothy G. Youngquist 2020 Irrevocable Trust’s Portfolio BR Stock Details BR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-41
Closed -$6.66K – 164
2026
Q1 		$6.66K Buy
+41
New +$7.79K ﹤0.01% 443

Other funds holding BR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JIM
Jensen Investment Management Lake Oswego, Oregon $4.13B AUM 8.88% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Timothy G. Youngquist 2020 Irrevocable Trust's BR Position: Q2 2026 in Review

Timothy G. Youngquist 2020 Irrevocable Trust sold out of Broadridge (BR) in Q2 2026, closing a stake of 41 shares — an estimated $6.66K sold.

Timothy G. Youngquist 2020 Irrevocable Trust first reported a position in BR in Q1 2026 and held it in 1 quarter. The position peaked at $6.66K in Q1 2026. 532 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Timothy G. Youngquist 2020 Irrevocable Trust reported no remaining Broadridge position as of Q2 2026 after selling out during the quarter.
  • Timothy G. Youngquist 2020 Irrevocable Trust sold 41 Broadridge shares in Q2 2026, an estimated $6.66K.
  • Timothy G. Youngquist 2020 Irrevocable Trust first reported a position in Broadridge in Q1 2026 and held it in 1 quarter.
  • Timothy G. Youngquist 2020 Irrevocable Trust's Broadridge position peaked at $6.66K in Q1 2026.
  • 532 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Timothy G. Youngquist 2020 Irrevocable Trust's 13F filing for Q2 2026, filed 7 Aug 2026.